Have you ever wondered why so many couples struggle to get on the same page with finances? Are you in a relationship where one person is in the dark on the overall financial picture? In this episode, Melissa Joy, CFP ® and Melissa Fradenburg, AIF ® tackle the all-too-common issue of one partner being left out of financial decisions. It’s not just about understanding finances but also about encouraging participation from both partners for balanced decision-making.
Financial Planning Discussions for Couples – Resources:
- Learn more about Melissa Joy, CFP. ® and Pearl Planning .
- Read More Than Money: Real Life Stories of Financial Planning
- Listen to Episode 162: More Than Money with Melissa Joy, CFP®.
- Register for our Summer Economic Update and Investment Outlook Webinar.
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.